Model Downloads

Below is the Arete research coverage universe, broken down by sub-sector. Arete analysts typically model each business in detail using industry and/or customer data and combine DCF-based techniques with peer group and historic multiples to assess valuation. By clicking on an individual company/link, clients can download the full financial model for any company under coverage.

Alternative Energy
  Title Analyst Published
First Solar First Solar Jim Fontanelli 06 February 2012
JA Solar JA Solar Emily Liu 02 May 2012
LDK LDK Emily Liu 06 February 2012
Motech Motech Emily Liu 02 May 2012
REC REC Jim Fontanelli 06 February 2012
SMA SMA Jim Fontanelli 06 March 2012
Solar Supply Demand Solar Supply Demand Jim Fontanelli 06 February 2012
SolarWorld SolarWorld Jim Fontanelli 06 February 2012
Suntech Suntech Emily Liu 27 March 2012
Yingli Green Energy Yingli Green Energy Emily Liu 27 March 2012
 

Digital Consumer
  Title Analyst Published
Apple Apple Richard Kramer 15 February 2012
LG Electronics LG Electronics Richard Kramer 17 April 2012
Technicolor Technicolor Richard Kramer 23 April 2012
 

Semi Cap Equipment
  Title Analyst Published
ASML Holding ASML Holding Jim Fontanelli 01 February 2012
 

Semiconductors
  Title Analyst Published
AMD AMD Dan Gardiner 20 January 2012
ARM ARM Dan Gardiner 20 January 2012
Atheros Atheros Brett Simpson 14 September 2011
Broadcom Broadcom Brett Simpson 20 January 2012
Capex Details Capex Details Jagadish Iyer 20 January 2011
CSR CSR Brett Simpson 14 September 2011
Elpida Elpida Gina Hong 17 January 2012
Epistar Epistar Gina Hong 13 January 2012
Hynix Semiconductor Hynix Semiconductor Gina Hong 26 March 2012
Imagination Imagination Dan Gardiner 20 January 2012
Infineon Infineon Brett Simpson 20 January 2012
Inotera Memories Inotera Memories Gina Hong 26 March 2012
Intel Intel Dan Gardiner 20 January 2012
InterDigital InterDigital Brett Simpson 20 January 2012
LG Display LG Display Gina Hong 13 January 2012
LG Innotek LG Innotek Gina Hong 01 February 2012
MediaTek MediaTek Brett Simpson 20 January 2012
MEMC (WFR) Model MEMC (WFR) Model Jagadish Iyer 02 March 2011
Micron Technology Micron Technology Gina Hong 26 March 2012
Nanya Technology Nanya Technology Gina Hong 26 March 2012
NVIDIA NVIDIA Dan Gardiner 20 January 2012
Powerchip Semiconductor Powerchip Semiconductor Gina Hong 25 May 2011
Qualcomm Qualcomm Brett Simpson 01 May 2012
Samsung Electro-Mechanics Samsung Electro-Mechanics Gina Hong 03 August 2011
Samsung Electronics Samsung Electronics Nam Hyung Kim 10 April 2012
SanDisk SanDisk Gina Hong 13 April 2012
STEC STEC Gina Hong 11 May 2012
STMicro-Electronics STMicro-Electronics Dan Gardiner 20 January 2012
Synaptics Synaptics Brett Simpson 20 January 2012
Texas Instruments Texas Instruments Brett Simpson 02 April 2012
TSMC TSMC Dan Gardiner 14 September 2011
Universal Display Universal Display Gina Hong 15 May 2012
 

Software and IT
  Title Analyst Published
Atos Origin Atos Origin Alex Tout 28 March 2012
Autonomy Autonomy Alex Tout 04 August 2011
Capgemini Capgemini Alex Tout 16 May 2012
Capita Capita Adam Shepherd 07 September 2009
Citrix Citrix Alex Tout 17 January 2012
IDS Scheer IDS Scheer Adam Shepherd 18 December 2009
Logica Logica Alex Tout 10 August 2011
Microsoft Microsoft Alex Tout 08 March 2012
Oracle Oracle Alex Tout 23 March 2012
Sage Sage Alex Tout 30 June 2011
Salesforce.com Salesforce.com Alex Tout 22 March 2012
SAP SAP Alex Tout 16 May 2012
Software AG Software AG Alex Tout 12 August 2011
Temenos Temenos Alex Tout 08 May 2012
VMWare VMWare Alex Tout 11 April 2012
 

Telecom Equipment
  Title Analyst Published
ADVA Optical ADVA Optical Richard Kramer 30 April 2012
Alcatel-Lucent Alcatel-Lucent Richard Kramer 30 April 2012
Cisco Cisco Richard Kramer 17 May 2012
Ericsson Ericsson Richard Kramer 30 January 2012
Global Handset Model Global Handset Model Richard Kramer 02 May 2012
HTC HTC Richard Kramer 30 April 2012
Juniper Networks Juniper Networks Richard Kramer 08 February 2012
Motorola Mobility Motorola Mobility Richard Kramer 17 January 2012
Nokia Nokia Richard Kramer 22 April 2012
Research In Motion Research In Motion Richard Kramer 05 December 2011
Spirent Spirent Richard Kramer 02 May 2012
ZTE ZTE Richard Kramer 17 May 2012
 

Telecom Operators
  Title Analyst Published
America Movil America Movil Will Milner 05 April 2012
BSkyB BSkyB Steve Malcolm 27 February 2012
BT BT Steve Malcolm 16 May 2012
C&W Communications C&W Communications Steve Malcolm 16 February 2012
Deutsche Telekom Deutsche Telekom Andrew Beale 19 January 2012
France Telecom France Telecom Will Milner 19 January 2012
Iliad Iliad Will Milner 18 May 2012
Kabel Deutschland Kabel Deutschland Andrew Beale 15 March 2012
KPN KPN Will Milner 03 May 2012
Level 3 Level 3 Will Milner 18 March 2011
Liberty Global Liberty Global Will Milner 23 March 2012
NII Holdings NII Holdings Will Milner 29 February 2012
OTE OTE Andrew Beale 19 January 2012
Sprint Nextel Sprint Nextel Andrew Beale 02 May 2012
Swisscom Swisscom Will Milner 11 July 2011
TalkTalk Telecom Group TalkTalk Telecom Group Steve Malcolm 27 February 2012
Telcos - Fixed Market Data Telcos - Fixed Market Data Will Milner 11 July 2011
Telcos - Mobile Market Data Telcos - Mobile Market Data Will Milner 11 July 2011
Telefonica Telefonica Will Milner 19 January 2012
Telenet Telenet Will Milner 23 March 2012
Telenor Telenor Will Milner 19 January 2012
Verizon Verizon Andrew Beale 09 February 2012
Vimpelcom Vimpelcom Will Milner 29 February 2012
Virgin Media Virgin Media Andrew Beale 26 April 2012
Vodafone Vodafone Andrew Beale 09 February 2012